BILL EVANS FOUNDATION FOR KIDS (EIN 421228388) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Lisa Holond

Phone

7127922770

Tax Period

2025-01-01 to 2025-12-31

BILL EVANS FOUNDATION FOR KIDS, founded in 1984, is a small nonprofit that reported $103K in total revenue in fiscal year 2025. Revenue surged 164% from the prior year, signaling strong growth momentum. The organization ran a surplus of $27K, a strong 26% operating margin.

Mission

Organized for the educational purposes, Including the making of grants to or for the students of public and private schools in Carroll, IA. To assist students with expenses for supplies and clothing.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $65,050

Program Service Revenue $0

Investment Income $38,005

Other Revenue $0

TOTAL REVENUE $103,055

Expense Breakdown

Grants Paid $76,099

Salaries & Benefits $0

Fundraising Expenses $76,099

Program Expenses $76,099

Other Expenses $0

TOTAL EXPENSES $76,099

Year-over-Year Comparison

	2025	2024	Change
Revenue	$103,055	$39,001	+1.6%
Expenses	$76,099	$59,096	+0.3%
Net Income	$26,956	$-20,095	-2.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH PETERSEN	DIRECTOR	5.0	Director	$0	$0	$0
LISA HONOLD	SECRETARY	0.0	Director	$0	$0	$0
SARA ANDERSON	PRESIDENT	0.0	Officer Director	$0	$0	$0
SHELLIE HALUSKA	DIRECTOR	0.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$103,055	$76,099	$616,561	$26,956
2024	$39,001	$59,096	$551,574	$-20,095
2023	$32,403	$74,719	$550,329	$-42,316
2022	$41,161	$36,040	$550,233	$5,121
2021	$45,000	$21,947	$614,418	$23,053
2020	$162,881	$26,120	$468,526	$136,761

BILL EVANS FOUNDATION FOR KIDS